IssueTrak’s Report Writer is not just a sophisticated report writer but also a query builder to gather and filter your raw data.
With IssueTrak's multiple reporting mechanisms, you can run the built-in Summary Reports, create and store search criteria through Saved Searches, schedule automatic delivery of Saved Searches and Report Writer reports and more. Additionally, Reports allow you to take your query’s raw data and present it with a set format. Along with presenting the data, you can also get counts and create summary reports.
You'll notice when you go to build a query or report that this is a multiple step process. There are three steps in the query, and six steps in the report. While this walks you through each piece, remember to consult the Online Help for any additional information. The Help goes through each step with screenshots to guide you through your report building.
Keep in mind... When building a query, that you want to select more fields than you might actually need. Only the fields contained in the query can appear on the report. Some customers elect to have all the fields in the data set appear on the query, so they can build multiple reports on the same query of information. For example, building one report showing the issue details, and a second report that's just a summary.
Don't forget, any report writer report that you create can be scheduled to be emailed to a defined list of users via email sent in Excel or html format. A query cannot be scheduled. Click on the video link below to view a quick Report Writer Tutorial overview
To utilize this feature, Report permissions must be granted to Users or Groups by your IssueTrak Administrator. **If you need assistance when activating this feature or any feature, please consult the Help Icon within your IssueTrak site. Clicking on the icon will take you to the specific section of your Help files.
In addition to these upcoming Tutorials, visit our frequently updated Resource Library to learn more.
Loading
